Flatiron Wealth Management
“They have looked after me and my investments in a personal, professional and profitable manner.”
Best Financial Advisors in Toronto, ON
23 firms listed · all 23 in Toronto · 2 open weekends · all 23 rated 4.5+
Data verified October 21, 2026
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Novel Wealth
“Their personalized approach and attention to detail make all the difference, delivering high-yield returns that you want, while maintaining the intimate, tailored experience of a boutique firm”
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Buxton Financial For Retirement
“My eyes ,ears and brain have been opened and educated by the wealth of information obtained in The Retirement Planning process.”
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Good Investing
“Not only was he able to answer all my questions, his advice helped me find ways to save on fees and receive bonuses.”
Frontwater Capital Toronto
“Very good listeners as to what my investment priorities are, fast to react if I have any questions or require changes, and of course the returns have been great.”
King Street Wealth
“Anthony and his team are incredibly organized and super helpful over the last few years, we can not wait to work with them for many more years to come!”
The 23 firms listed for Toronto, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Toronto, ON
All 23 firms we list here are in Toronto itself. We have 111 firms in Toronto on file; this page shows the highest-rated 23. The firms on this page are rated from 4.6 to 5.0 across 649 reviews; 3 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "communication" and "expertise". 2 are open on Saturdays. 1 lists staff certifications (CFP). Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 23 of the firms on this page; 18 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Toronto take financial planning bookings online?
6 of the 23 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Wise Equity
“We used wise equity for our recent renewal and the process was smooth throughout.”
Francinedick-Certified Financial Planner
“Francine explained and assisted me to make sound financial decisions to ensure that my kids and I are in the best financial shape possible.”
Hudson Wealth & Trust Planning Group
“John is an incredibly passionate and kind individual who you would trust with your finances because of his challenging personal story in finance.”
Parkhouse Financial
“Nathan, as a financial advisor, understood my long term objective, knew the right product for me, and with his experience, not emotion, I have been able to weather the storm and come out significantly ahead.”
Hudson Wealth and Trust Planning Group
“They also are really professional and want your best interest.”
Lifecycle Wealth
“I've had the luxury of working with their team closely and I've been amazed at the success their clients continue to experience”
Clearview Financial Group
“I am so glad that my husband and I get their help for our future lives.”
Michael Cherney Financial Svc
“Mike worked with us to get the life insurance coverage my wife and I needed to help safeguard our future.”
Pensiontransfer.ca
“My issue was going on for over a year, but you had a solution after hearing my case only once.”
Hamilton Etfs
“Hamilton efts are a solid company with great etf selection I own quite of few of there products great company and a great bunch of smarts guys keep up the great work I highly recommend them great selection.......”
Arrow Capital Management
“Arrow is one of the most informed boutique investment management firms in Canada.”
Bridgehouse Asset Managers
Tacita Capital | Family Office
“After working with the big banks for years, I switched over to the personalized services at Tacita and have found the experience completely improved from what I thought was "normal" portfolio management.”
Caldwell Securities
“The Caldwell family is so caring”
Uptown Wealth Management/Ipc Securities
“I have been taking his financial advise for years now and it has been helpful, comforting and stabilizing during turbulent financial times.”
Logan Wealth Management
“Have absolutely recommended to family and friends for our financial needs!”
Stewart & Kett Financial Advisors
Why these companies made our list
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